With all due respect hankman, the IDH data Collection was complete By 8/19

I relistened to Les’ interview and then bought another small block minutes ago. There are three times during the brief interview that he alludes to timing. Here are the quotes...
1. “We’re about in the coming weeks, if you will...”
2. “As we near the unblinding it is a very exciting time for us”
3. “we’re some weeks away from having that, those results”

I am now convinced that these statements are just cloudy legaleze comments meant Communicate urgency without committing to a specific date. This is all a red herring! Next week is a “coming week” and fits his statements.

In my opinion, LP’s comments are much clearer and more fit to be considered as the record. We will have results in the “coming days” which means within a week plus or minus two days in my very humble opinion.

Senti, with all due respect, they confirmed on 8/19 that all site databases were locked. There is no reason to hold off hard data lock once the limited external data got added to the database. This is not a scenario where waiting to lock for the last patient to pass 5years post surgery is possible as the site databases were already locked.

Bottom line...Hard Data Lock occurred in late August and the 8/19 PR was intended to communicate this.

I added to my holdings this morning at $0.75 and will do so again if it continues to drop today. Regardless of timing, I am still very confident in the outcome. All this Bizshow nonsense serves to create one last buying opportunity before we rocket to a much higher Market Cap IMHO.

If the confusion was intentional, perhaps this is the intent.

If LP pre-recorded her ABTA session, then she needs to invest in some presentation training. I think her delivery was adequate for a live, on camera broadcast, but not up to snuff if she had the opportunity for multiple takes and editing.

I ran conference strategy and execution for a franchise for a couple of years and have first-hand experience dealing with the conference staff running the event. First of all, you are talking about a couple people, not a large or even mid-sized team. They are running frantic trying to deal with every issue and request that arise during the show. Leading up to the show they have so much On their plates, managing vendors, coordinating sponsors, presentors, and attendees. It is literally a last minute operation to make the show go off as needed. The intent of a conference is live interaction. I highly doubt that they would be managing hundreds of prerecorded video mixed in with live presentations. In my mind, everything was live.

I think it was LG who filmed a few prerecorded episodes and did not line up the details of when the shows would be aired with the script he was using. He has missed details before and will likely do so again. I think there in lies the answer to this hullabaloo.

I have been quite positive about management through troubled times, but this one is a bit different. They reinforced the September timing expectations multiple times, the most recent being a live presentation by our CEO at a widely viewed medical conference. So she not only reinforced expectations for investors like us, but also for treating physicians and patients.

If they no longer plan to make a data announcement by the end of September plus or minus two days, then they owe us an on-the-record explanation...period, end of discussion.

I am not writing September off yet however, because I don’t have a clue when the Bizzshow video was filmed and can’t eliminate the possibility that LG missed the details.

Great post Iwasadiver. I’m still excited about the next week, believe we will got Top Line Data, know that it is positive and can’t wait to buy a little more on the dip tomorrow

12 days ago LP says results will be unveiled and released later in this month of September and today you are told there will be an update very soon.

I think it is clear...we get TLD in less thaN a week!!!

Sojo - thank you for posting your excellent knowledge and statistical analysis! I believe that you called the action over the past two days ahead of time with you “hammer formation” post and have been accurate so many other times.

Did you name your handle learningcurve2020 because you so often fall behind on the learning curve?

DL is 5 weeks in the past, brother.

Wake up to today’s reality or continue to fall behind... no difference to me or most of this board. I am upset that I wasted a second even reading your post.

Karl Chen,

I agree that she left the door open a crack, but clearly set expectations. There is a lot of talk on this board about management having a track record for missing expectations, but I don’t feel it is valid, except for maybe the Feb 2017 PR on study timing. I think that there have been reasonable explanations for why we are where we are today Or were we we were in the case of things like the JTM publication.

I think this management has done a great job given the severely constrained finances which came about as a result of nefarious dealings that they could not control. There is a saying in sports that the best way to handle criticism is to win. I think once TLD is announced, many of those who questioned management will need to reconsider.

Dendream

I believe that management feels that they fulfilled the DI obligation on Aug 19 when they told us all site databases were locked and that all external data collected. I honestly dont see why this keeps coming up as clearly DL has already happened.

In fact, I am nearly certain that management has had data in hand for more that four days now and we can reasonbly conclude that it is positive.

There are still 4.5 trading days left in September. I disagree with your pessimism.

LP was quite clear about making this September timeframe less than 2weeks ago. If they needed to adjust to early October, they would have known by the time of her presentation at ABTA and could have adjusted expectations then. The fact that she reinforced earlier guidance is a positive signal.

The time is ticking for Shortiies’ Day of Reckoning. If you are truly long, stop whining and playing into their hands.

Great rebuttal Senti!

Great post hyperopia! Hopefully this method is employed in the SAP

Thanks sukus!

Todays action doesn’t lesson my giddy anticipation one bit. In fact, I added a little to my position. If it drops again tomorrow I will add some more. Glad to see the drop, actually. This rocket ship is just adding extra fuel to the short squeeze that is coming.

HR OS is often shortened to just OS. So, I think you are agreeing with me HSpooner.

The hazards ratio is the overall risk comparison of an event happening. For example, an HR=0.68 would mean that there is a 32% improvement in Overall Survival. It takes into account the entire KM curve and weighs a given timepoint by the number at risk for that time. Therefore, waiting for the trial to run 13 years and for the tail to fatten with the last 108, who are outperforming the first 223, to approach five years or more was a brilliant step by LP. It virtually ensures that even a small difference in OS will be statistically significant.

Here is my link proving that the tail fattened between The Mar 17 and Nov 18 datasets. Given the large group of survivors coming through at the end (the last 108), the tail shoul fatten further.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=158217524

mOS is a surrogate for the Hazards Ratio of OS. HR OS is the gold standard measurement for survival. They will have a very good chance of showing highly significant benefit on OS given the big fat and extremely long tail.

Poor Man - whats got me really excited is that they haven’t announced yet. As far as I am concerned, they have the data now and probably have for at least a week now. Every passing day makes the likelihood of success higher. I Suspect that we already passed the critical four day mark required to deliver negative news to Shareholders.

I am feeling really good about this investment. Really, really good.

All the naysayers on the i-village board back then kept insisting there were very few short shares. It was the same drum beat of negativity and denial.

Then the stock launched twice. Short squeezed them twice. Once with the data ($2.5 to $27) and a second time with approval ($20 to $53).

I suspect we will see similar action here with NWBO.

I could live with a ramp up to $9 near term and $20+ after approvals.

It was a successful trial for Provenge. What did Dendreon in was failed economics. It cost them more that $125k to produce vaccine with several plasmaphoresis required by the patient. PLEX is an extremely intense and lengthy procedure. Northwest has a huge advantage only requiring it done once.

BTW - Provenge had a crossover arm and still showed benefit on mOS.

DNDN had 2 short squezes, 1 when they announced results and another with FDA approval. If I recall correctly the first took them from a low below a buck into the $20s, and the second peaked around $50.

This story here with NWBO looks like DNDN on steroids in so many ways... the science, the manipulation, the battered CEO, etc, etc.

Hold tight to your panties... this rocket ship is filled with extra fuel.

DNDN announced their positive results on a Friday, Leaving the shorts to stew in their juices over the weekend. Monday saw a huge short squeeze. “Rules” are meant to be broken and LP seems to like being unconventional.

Agree wholeheartedly. The hold and sunbsequent elimination of new placebos Is a clear signal that the data is rock solid.

Only 8 trading days left in September!!!!

I feel like an 8 year old with the Sears wishbook waiting for Santa.

All site databases were locked as of July 24. That means these already went through QC. The amount of data to be added is minute compared to the truckloads of data coming from the sites.

The data is in hand and probably has been for a week or more.

Folks...we have a winner!!!!

We are now nearly 5 weeks since the company told us that all site data was locked and the outside data collected. It only takes a couple days to perform double entry and QC before hard database lock.

Almost 20 million shares purchased over the past 2 days and we’re down a couple cents. Who is doing all that selling?

Man are they going to be real sorry, real soon. Only 8 tradings days left in this month of September. Wow

There will be plenty of guns for hire lining up to take part in this once TLD blows the lid off the cancer market. C suite executives have little impact on a launch so long as they’ve hired a good, experienced team to do the real work. I have seen plenty of shitbag executives ride the coattails of great middle managers and then gobble up all the credit.

I am certain LP has data in hand already. We are 4 weeks and a day out from the August 19th PR stating

Another beautiful number 10 hankman!

10 what a beautiful number.

10 rounds in a boxing match (look out here comes the knock out punch shorty)
10 ...brings up memories of Bo Derek running on the beach
10 the perfect score in many sports such as gymnastics
10 the beginning of a count down to LAUNCH...10...9...8...
10 trading days left “in this month of September”

I love the number 10!!!

You know management has the data by now as we are 4 weeks out from them declaring DL was imminent. Maybe someone from the stats group leaked the day they sent data and we passed the 4 day threshold. Somethings fueling this run up and its not a short squeeze just yet

4 days - the company needs to alert investors of negative news within 4 days. Each passing day means the chance of positive results gets higher.

4 days - ESMO starts in 4 days which would be a great way to release a PR and get extra attention on the result.

11 days - that’s how many trading days are left in September, the month that results will be released per LP comments on record..

15 days - the maximum number of days we will be waiting for results

Hamkman, you are left with the dilemma, either to accept that the August 19 PR indicating all sites are lock and all remaining data is available to be entered into the database was their indication of an imminent lock, or you have to believe that Linda P lied to you on Saturday. With only 11 business days left in September, there is no way that they could lock, have the statisticians crunch data, share with their study sterring commitee and SAB and prepare the PR.

ESMO Sept 19-21. This would be a great opportunity to release TLD in a PR and get some extra attention. Also a great opportunity to burn some shorts with a weekend PR then double down with Monday morning investor call.

PR during ESMO? The meeting is September 17-19. It would be a great opportunity to draw a little extra attention to DCVAX results.

Testing, testing. I’m just checking the MIC so its ready for me to drop here in September!

Bouyah! NWBO is ready for blast off

Dan88 I completely agree with your interpretation that the unblind comment and slide were pertaining to the outside public. Not to split hairs but she actually put “unveil” before “unblind”, I think that was intentional so as not to put the emphasis on unblind but rather unveil and announce.

She started the comment about announcing in “just a few weeks, later in this month of September” by saying it was exciting. At this point, they have the results of atleast TLD, IMHO. Too many breadcrumbs with a great big hunk of bread being the September 1st submission and immediate acceptance of the later breaker at SNO.

I dont think She’d call the “unveiling” exciting if the data were negative.

Very exciting indeed!... Hoping for another down day on Monday so I can add to my position.